HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

China Shineway Pharmaceutical (2877.HK) - Some Points Worth the Attention

China Healthcare Weekly (Feb.3)- CanSino, Blood Products Shortage, Don't Be Greedy in Front of Rally

Remegen Co Ltd (9995.HK) - There's Expectation Difference in Valuation; Trading Opportunity Occurs

MicroPort NeuroTech (2172.HK) - The Potential Risks Behind the Positive Profit Alert

Pre-IPO CanSino Biologics - 2022 Annual Results May Be Ugly as MCV4 Commercialization Hit a Snag

China Healthcare Weekly (Jan.27) - Surgical Robots New Policy, COVID-19 Update, Policy Vacuum Period

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>Many people aren't optimistic about CD47 because there is no sufficient evidence to solve blood toxicity. Although I-MAB’s problem-solving idea has no obvious flaws in logic, risks remain.</li>
<li>CD73 is still at a relatively “shallow level”, which can be understood as a low level of verification. I-MAB has to make a last-ditch effort on CD47.</li>
<li>At such low market cap, Investors could make an "entertaining bet". If CD47 is successful, you can earn several times. If not, then admit the defeat.</li>
</ul>


Many people aren't optimistic about CD47 because there is no sufficient evidence to solve blood toxicity. Although I-MAB’s problem-solving idea has no obvious flaws in logic, risks remain.
CD73 is still at a relatively “shallow level”, which can be understood as a low level of verification. I-MAB has to make a last-ditch effort on CD47.
At such low market cap, Investors could make an "entertaining bet". If CD47 is successful, you can earn several times. If not, then admit the defeat.


I-Mab (IMAB.US) - An "Entertaining Bet": To Be a Dark Horse or to Fail Completely